What is Seaport Res Ptn’s Estimate for AXTA FY2025 Earnings?

Axalta Coating Systems Ltd. (NYSE:AXTA) – Equities researchers at Seaport Res Ptn upped their FY2025 EPS estimates for Axalta Coating Systems in a research note issued on Tuesday, October 28th. Seaport Res Ptn analyst M. Harrison now forecasts that the specialty chemicals company will earn $2.49 per share for the year, up from their previous estimate of $2.48. The consensus estimate for Axalta Coating Systems’ current full-year earnings is $2.55 per share. Seaport Res Ptn also issued estimates for Axalta Coating Systems’ Q1 2026 earnings at $0.63 EPS, Q2 2026 earnings at $0.71 EPS, Q3 2026 earnings at $0.72 EPS, Q4 2026 earnings at $0.70 EPS, FY2026 earnings at $2.77 EPS and Q2 2027 earnings at $0.79 EPS.

Axalta Coating Systems (NYSE:AXTA) last announced its quarterly earnings results on Tuesday, October 28th. The specialty chemicals company reported $0.67 earnings per share for the quarter, beating the consensus estimate of $0.64 by $0.03. Axalta Coating Systems had a net margin of 8.81% and a return on equity of 24.92%. The company had revenue of $1.30 billion during the quarter, compared to the consensus estimate of $1.31 billion. During the same quarter last year, the firm earned $0.59 earnings per share. The firm’s quarterly revenue was down 2.4% compared to the same quarter last year. Axalta Coating Systems has set its Q4 2025 guidance at 0.600-0.600 EPS. FY 2025 guidance at 2.500-2.500 EPS.

Other equities research analysts have also recently issued reports about the company. Bank of America dropped their price objective on Axalta Coating Systems from $42.00 to $41.00 and set a “buy” rating on the stock in a research report on Tuesday, October 14th. UBS Group lowered their target price on shares of Axalta Coating Systems from $40.00 to $39.00 and set a “buy” rating on the stock in a research note on Wednesday. KeyCorp reaffirmed a “sector weight” rating on shares of Axalta Coating Systems in a report on Wednesday. JPMorgan Chase & Co. reduced their price target on shares of Axalta Coating Systems from $30.00 to $29.00 and set a “neutral” rating for the company in a research note on Thursday. Finally, Vertical Research set a $37.00 price objective on shares of Axalta Coating Systems and gave the company a “buy” rating in a report on Wednesday, October 15th. Eleven analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $36.38.

Axalta Coating Systems Stock Performance

Shares of AXTA opened at $28.48 on Friday. The company has a market cap of $6.08 billion, a price-to-earnings ratio of 13.63, a P/E/G ratio of 1.14 and a beta of 1.25. The business’s fifty day simple moving average is $29.42 and its two-hundred day simple moving average is $30.19. Axalta Coating Systems has a 12 month low of $26.28 and a 12 month high of $41.65. The company has a current ratio of 2.20, a quick ratio of 1.53 and a debt-to-equity ratio of 1.45.

Insider Activity at Axalta Coating Systems

In other news, SVP Amy Tufano sold 3,194 shares of the stock in a transaction that occurred on Tuesday, August 19th. The shares were sold at an average price of $31.06, for a total value of $99,205.64. Following the transaction, the senior vice president owned 12,087 shares in the company, valued at $375,422.22. This represents a 20.90% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.30% of the stock is owned by insiders.

Institutional Trading of Axalta Coating Systems

Several large investors have recently added to or reduced their stakes in AXTA. Golden State Wealth Management LLC raised its position in Axalta Coating Systems by 105.9% in the first quarter. Golden State Wealth Management LLC now owns 949 shares of the specialty chemicals company’s stock worth $31,000 after acquiring an additional 488 shares during the period. Cullen Frost Bankers Inc. purchased a new stake in shares of Axalta Coating Systems in the 2nd quarter worth $37,000. IFP Advisors Inc purchased a new stake in shares of Axalta Coating Systems in the 2nd quarter worth $39,000. Mitsubishi UFJ Asset Management Co. Ltd. raised its holdings in Axalta Coating Systems by 951.6% in the 1st quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,325 shares of the specialty chemicals company’s stock worth $44,000 after purchasing an additional 1,199 shares during the period. Finally, FNY Investment Advisers LLC purchased a new position in Axalta Coating Systems during the second quarter valued at $49,000. 98.28% of the stock is currently owned by institutional investors.

Axalta Coating Systems Company Profile

Axalta Coating Systems Ltd., through its subsidiaries, manufactures, markets, and distributes high-performance coatings systems in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The company operates through two segments, Performance Coatings and Mobility Coatings.